Tiedemann Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Tiedemann Advisors’s Portfolio SMDV Stock Details SMDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-17,362	Closed	-$1.1M	–	357
2021 Q2	$1.1M	Hold	17,362	–	–	0.04%	164
2021 Q1	$1.14M	Hold	17,362	–	–	0.05%	151
2020 Q4	$997K	Buy	17,362 +2,092	+14%	+$113K	0.05%	153
2020 Q3	$720K	Hold	15,270	–	–	0.03%	200
2020 Q2	$745K	Buy	+15,270	New	+$731K	0.04%	184

Other funds holding SMDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's SMDV Position: Q3 2021 in Review

Tiedemann Advisors sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2021, closing a stake of 17,362 shares — an estimated $1.1M sold.

Tiedemann Advisors first reported a position in SMDV in Q2 2020 and held it in 5 quarters. The position peaked at $1.14M in Q1 2021. 116 funds tracked by Wall St. Rank hold SMDV as of Q3 2021.

Tiedemann Advisors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 17,362 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2021, an estimated $1.1M.
Tiedemann Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2020 and held it in 5 quarters.
Tiedemann Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $1.14M in Q1 2021.
116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.